Client Services Officer

We are looking for a proactive and enthusiastic Client Services Officer to join our SMSF team in Sydney.

This is a part-time (2 days per week) office based, 12-month max-term contract position providing the opportunity to develop and grow with a leading provider of Accounting and Financial Services.

Your role, your contribution!

• Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages
• Attend to ASIC requirements, along with new entity establishments
• Processing of orders for legal documents associated with SMSFs
• Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service
• Communicate with accountants, partners and other staff to ensure exceptional service delivery to support them in servicing client requests

The benefits of joining us!

• Exciting career development and ongoing training support
• Be part of our Reward & Recognition Benefits program, celebrating outstanding performance
• Experience a positive and collaborative work culture that fosters innovation and teamwork
• Comprehensive training with a dedicated buddy to guide you.

What you bring to the role

• Demonstrated proficiency using the Microsoft Suite
• Exceptional phone manner and admin/customer service expertise to deliver outstanding client service
• A genuine team player with a friendly and helpful attitude
• Excellent written and verbal communication skills
• High attention to detail and strong time management skills.

If this role sounds like a good fit - Apply now!

Our Impact: Why Findex?

At Findex, we help clients manage, grow, and protect their financial future with confidence.

Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models.

With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.